Institute for Wealth Management, LLC.

Position in VKTX — Viking Therapeutics, Inc.

CIK 1533954 DENVER, CO

Back to VKTX Full portfolio

Position in VKTX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,537,195

-$259,184 QoQ

Shares Held

108,703

+0.7% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in VKTX Over Time

Shares Held

Position Value (USD)

Derivatives in VKTX

reported options exposure · as of Sep 30, 2025

CallValue

$10,512

CallShares

400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Biotechnology

Healthcare · as of Mar 31, 2026

Institute for Wealth Management, LLC. holds $8,961,241 across 5 Biotechnology names. VKTX ranks #1 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VKTX	Viking Therapeutics, Inc. This page	108,703	$3,537,195
2	IMMX	Immix Biopharma, Inc.	337,552	$3,075,098
3	VRTX	Vertex Pharmaceuticals Inc / Ma	3,215	$1,435,626
4	REGN	Regeneron Pharmaceuticals, Inc.	616	$475,946
5	ABSI	Absci Corp	145,792	$437,376

All Filings in VKTX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,537,195	108,703	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$3,796,379	107,913	+4.3%	Shares	Sole	2026-01-27
2025-09-30	$2,718,587	103,447	+25761.8%	Shares	Sole	2025-10-17
2025-09-30	$10,512	400	-99.6%	Call	Sole	2025-10-17
2025-06-30	$2,394,990	90,377	+0.0%	Shares	Sole	2025-07-18
2025-03-31	$2,181,638	90,337	+12.1%	Shares	Sole	2025-04-21
2024-12-31	$3,243,424	80,602	+122.4%	Shares	Sole	2025-01-23
2024-09-30	$2,294,164	36,237	+13.5%	Shares	Sole	2024-11-12
2024-06-30	$1,692,079	31,920	+272.0%	Shares	Sole	2024-07-25
2024-03-31	$703,560	8,580	-27.8%	Shares	Sole	2024-04-30
2023-12-31	$221,086	11,880	0.0%	Shares	Sole	2024-01-31
2023-09-30	$131,511	11,880	-1.5%	Shares	Sole	2023-10-13
2023-06-30	$195,557	12,064	-1.7%	Shares	Sole	2023-07-25
2023-03-31	$204,378	12,275	0.0%	Shares	Sole	2023-04-20
2022-12-31	$115,385	12,275	0.0%	Shares	Sole	2023-02-02
2022-09-30	$33,388	12,275	0.0%	Shares	Sole	2022-10-18
2022-06-30	$35,474	12,275	0.0%	Shares	Sole	2022-07-25
2022-03-31	$36,825	12,275	0.0%	Shares	Sole	2022-04-29
2021-12-31	$56,465	12,275	0.0%	Shares	Sole	2022-01-21
2021-09-30	$77,087	12,275	-0.8%	Shares	Sole	2021-11-15
2021-06-30	$74,126	12,375	0.0%	Shares	Sole	2021-07-21
2021-03-31	$78,271	12,375	0.0%	Shares	Sole	2021-05-04
2020-12-31	$69,671	12,375	+1.7%	Shares	Sole	2021-02-01
2020-09-30	$70,794	12,164	+1.5%	Shares	Sole	2020-11-03
2020-06-30	$86,375	11,980	0.0%	Shares	Sole	2020-07-30
2020-03-31	$56,066	11,980	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.